Financial Planning Administrator
Salary: £25,000 - £31,000 + Bonus
Location: Deeside, Flintshire
Free Parking & Hybrid working after probationary period.
We are really pleased to be working with a successful and growing Financial Services firm based on the edge of Chester & North Wales.
The position is open to experienced IFA Administrators working towards the Diploma in Financial Planning and experienced Paraplanners.
The role will involve:
1. Directly supporting the IFA’s with technical research
2. Producing the suitability reports and cash flow reports
3. Research and analysing of technical data
4. Working on compliance aspects of the processes
5. Monitor client reviews
6. Ad hoc projects
Ideal candidate:
1. Ideally worked within a Paraplanner position or working towards the position
2. Must be Dipfs qualified or working towards the qualification
3. Must have worked in a Technical Support / Research Financial Planning position
For more info on this financial services job opportunity please click to apply:
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